Client Relationship Coordinator

OVERVIEW

Alera Group is looking for a Client Relationship Coordinator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

• Proactively call, qualify, follow up with prospects and clients to schedule qualified appointments for Financial Advisors generated through marketing efforts

• Support seminars and workshops by assisting with setup, attendance, and booking appointments at program conclusions (approximately 2–3 per month)

• Maintain accurate CRM (Salesforce) data entry from prospecting and marketing activities while working independently to meet business and department goals

QUALIFICATIONS

• Proficient with MS Office and Salesforce (preferred), holds a 4-year college degree, and able to work occasional evenings for events

• Strong communication, follow-through, and persuasive phone skills with experience in appointment setting, inside sales, or similar client-facing roles

• Highly organized, goal-driven, and motivated, with the ability to manage the full prospect-to-client conversion process; financial industry experience preferred

ADDITIONAL INFORMATION

This job is expected to be performed on-site in the office.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $58K to 70K per year.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

In-Office

• Proficient with MS Office and Salesforce (preferred), holds a 4-year college degree, and able to work occasional evenings for events

• Strong communication, follow-through, and persuasive phone skills with experience in appointment setting, inside sales, or similar client-facing roles

• Highly organized, goal-driven, and motivated, with the ability to manage the full prospect-to-client conversion process; financial industry experience preferred

• Proactively call, qualify, follow up with prospects and clients to schedule qualified appointments for Financial Advisors generated through marketing efforts

• Support seminars and workshops by assisting with setup, attendance, and booking appointments at program conclusions (approximately 2–3 per month)

• Maintain accurate CRM (Salesforce) data entry from prospecting and marketing activities while working independently to meet business and department goals